Canned Reports
What are Canned Reports?
Canned Reports are formatted "best practice" reports. Our Timekeeper Rate History Report is available to all clients. The Accrual Accuracy Report and Firm Scorecard Overview are only available to clients utilizing these specific features.
Locating Canned Reports:
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Click on ANALYTICS in your top navigation, then View Canned Reports
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If your site contains several Canned Reports, click the thumbnail of the report you want to generate
Accrual Accuracy Report:
- This reporting tool tracks how reported accrual estimates compare to actual invoices
- Use the quick pick filters to narrow your results
- Click Generate to download into excel
- Quick Links are available within the downloaded report to help dig in into specific results
Note: A Quick Link button is available under Search Accruals
For more written information on Accruals, see Accruals
Timekeeper Rate History:
- This reporting tool provides a Timekeeper's Current Rate and the 3 previous rate values (where applicable)
- Use the quick pick filters to narrow your results
- Click Generate to download into excel
- Quick Links are available within the downloaded report to help dig in into specific results
Firm Scorecard Overview:
- This reporting tool provides a full dump of the information available in connection to the Firm Scorecard Feature
- Use the quick pick filters to narrow your results
- Click Generate to download into excel
- Quick Links are available within the downloaded report to help dig in into specific results
Note: If you do not have the Firm Scorecard Feature and are interested in learning more, please reach out to your assigned Account Manager